Change is constant—new regulations, increased investor scrutiny, emerging technologies, more responsibilities. Get ready to tackle all this and more at Amplify 2024. Amplify is the conference to discover new and better ways of addressing t...
Two recent SEC mandates require a change in filing format from plain text/HTML to XML. The filings affected are the N-PX, 13D and 13G. There is also a new XML-based form being introduced, Form SHO, to meet the requirements of the Short Position an...
We're using milestones for version control and the team finds it inefficient to scroll through the list of milestones to find a particular one to blackline. Would be great if we could filter milestones by name.
Hi We want to create a real time workflow with Salesforce by triggering a chain to execute based on an event in Salesforce. Salesforce provides two options to achieve this: 1. Outbound Message Actions Outbound Message Actions (salesforce.com) 2. C...
We're thrilled to announce that the newly launched Using FERC e-learning course is now available with CPE! Find it today on the Learning Hub. Explore how the Workiva platform can help you manage your FERC reporting process with ease. We’ve freshe...
I may be missing something but it looks like you lose the formatting when you connect to a spreadsheet when using connections to a dataset. Is that correct? Or is there a way to bring over the formatting? (I have a presentation on my workspace and...
I am trying to make sure I understand the key relative benefits of using a shared query to share data between workspaces vs. using a connected data set. Here's what I came up with, but any feedback, input, corrections, or additions would be apprec...
Hello, I am trying to align the formatting in the header of our document to be displayed consistently between PDF and HTML. The PDF version appears to look fine but when exporting to HTML the header has drastically different formatting. Specifical...
Hi all, I am wondering if anyone has any hints or tips for building an automated solution for footing FS in word format. We have footing checks built into our excel version but this doesn't catch any hidden rows so we are currently footing each wo...
We are eagerly awaiting the arrival of Smart Links. In the meantime, we have a few questions as we try to figure out how we're going to share key data points between our ESG solution and other solutions: Is it known yet whether Smart Links will b...
Hi, We are investigating the option to connect Workiva to the Databricks, but do not see such connector in the list of Workiva connectors. Is it such connection supported, possible. If yes, than how can we do such connection. Thank you. Best Regar...
In our destination link, it is adding random dollar signs to the sentence. For example it is showing first quarter of $2023, a decrease of 4.4$ percentage points. Our source link shows first quarter of 2023, a decrease of 4.4 percentage points. F...
I have two commands running in parallel, but now I want to make sure the first parallel command runs after waiting for 5 seconds. How can I introduce Delay (or WAIT) of 5 seconds in my chain, before a particular command?
I was writing a SUMIFS formula in my Workiva spreadsheet and I would like to use indentations. I see on this guide (https://support.workiva.com/hc/en-us/articles/360035643052-Use-formulas) [See Advanced Formula Editor] it is possible. Yet, I am no...
📆 Date: Thursday, April 25⏰ Time: 11:00 am CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break on Thursday, April 25th at 11:00 am CST as we discuss GRC Special—Getting More Control Over Yo...
If you’re working in Wdata and building out your first table, you may be wondering what all of the column types are and why they’re important. If so, this is the right community post for you! Column types specify the structure of data that is save...
Under which circumstances is Information Produced by the Entity (IPE) required by your external auditor? Could you please provide some instances of particular IPE that your external auditor has explicitly required? Are IPE requirements incorporat...
Document Health is telling me that I have incoming unpublished links from another workbook.I have run 'Linked Files Report', and this, too, suggests there are links between the workbooks.However, when I interrogate the 'Document Links Report' for ...
What permissions changes, file locking, connections removal, etc., should we propose for the FY23 Report/ Factbook to ensure they are not modified further?
I'm noticing that some of my formula cells, which usually have a green triangle in the bottom right to indicate a formula is in use, have turned from green to yellow triangles. Does anyone know why they would have changed to yellow or what the yel...
Hello! I am trying to use the Prototype Platform API to copy a slide (Copy slide (workiva.com)) and I am getting a 404NotFound Error: {"code":"404NotFound","message":"The requested resource could not be found","documentationUrl":"https://developer...
i believe i found out the issue of importing and Excel workbook into the system. There is an issue that occurs when attempting to reference text in a cell. formula below for reference. =IF(I7="N/A",'Ref_Emissions Factors'!$I$20,XLOOKUP(I7,'Ref_Emi...
Is there a way to use WData to query user activity? I can export this manually from the Workspace Settings, Activities tab, but would like to do this more programmatically.
After bulk importing the PBC requests, we found that only the individual who imported the requests had permissions to view the requests. We had to go in and update the permissions for each request one-by-one. If this is the only way to import requ...
I'm showing a sample chart from a report in progress. I'd like for the Series Labels (the bold white numbers) and the Axis Labels (years) to center vertically in their bars. Is there any way to adjust the positioning vertically? I'd really prefer ...
Nel perseguire la nostra missione di fornire ai clienti supporto e assistenza di prim’ordine, continuiamo a offrire nuove modalità per contattarci quando e dove ne avete bisogno. Se qualcosa non vi è chiaro, l’applicazione Workiva non funziona com...
Dans le cadre de notre mission, qui consiste à fournir un service et un support de premier ordre à nos clients, nous continuons à proposer davantage de moyens de nous joindre quand et où vous en avez besoin. Si vous ne comprenez pas quelque chose,...
Wir sehen es als unsere Verpflichtung an, unseren Kunden erstklassigen, kundenorientierten Service und Support zu bieten. Damit Sie uns jederzeit und von überall erreichen können, entwickeln wir immer wieder neue Kontaktmöglichkeiten. Wenn Sie etw...
Prior to this quarter, I have been able to change the formatting of destination links that are numbers within a paragraph (not in a table). Now I am unable to do this. When I right click and select Value Formatting under Link Options, nothing come...
My query data includes fields 'year', 'period/month', 'category' and 'sales'. I would like to create a field that gives me a running, YTD, total of 'sales', by 'period/month' and by 'category'. How can I achieve this within the Workiva SQL platfo...
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
Have a suggestion to share but not sure if it pertains to Reporting, GRC, Filing or other? Look no further! Below is a breakdown of the existing feedback topics and what product/feature area belong in each. API & Developer Feedback Ideas and sugge...
Did you know that over 1000 ideas have been shared in the Workiva Community? The odds are high that the idea you seek has been requested before. Here’s some tips to help you find what you are looking for so you can weigh in too! First, search for ...
Back again by popular demand, check out the 2026 SEC Filing Deadline calendar below. This calendar includes SEC holidays when the EDGAR® system will not receive, process, or accept submissions. As a reminder, filers will need to comply with ASU 20...